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According to TrendForce Jibang Consulting's latest panel industry analysis, as production capacity continues to converge and changes in the industrial pattern, it is estimated that by 2028, the total supply share of Innolux and AUO in LCD panels will fall below 10%, while the supply of LCD laptop panels will continue to decrease to nearly 20%. As LCD TV panels remain profitable, it is estimated that the supply ratio will remain around 22%. The recent series of production capacity convergence and asset revitalization actions by Taiwanese manufacturers will not only revolutionize the corporate structure, but will also become a key variable influencing the future reshaping of global LCD TVs, monitors, and laptop panels.
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According to TrendForce Jibang Consulting's latest panel industry analysis, as production capacity continues to converge and changes in the industrial pattern, it is estimated that by 2028, the total supply share of Innolux and AUO in LCD panels will fall below 10%, while the supply of LCD laptop panels will continue to decrease to nearly 20%. As LCD TV panels remain profitable, it is estimated that the supply ratio will remain around 22%. The recent series of production capacity convergence and asset revitalization actions by Taiwanese manufacturers will not only revolutionize the corporate structure, but will also become a key variable influencing the future reshaping of global LCD TVs, monitors, and laptop panels.
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